| Anchor | ||||
|---|---|---|---|---|
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By default, the Branch information is already filled in on this page. Change the Branch Information and once done, click on the save button to save your Branch Information
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Changing the Letter Head
Letter Head is a picture for your company logo. Brevity includes the letter head in generating reports. You can change the letter head by clicking on the Choose File button.
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For Mac users, you can browse the logo you want to upload and click on the choose button.
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Organization Field
Organization field contains the name of the company, the ABN number and the smtp configuration. You can select the organization by typing the Organization name from the field or clicking on the organization record from the list.
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Adding an Organization Record
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The Edit organization record form will show up. Fill out all the information for the organization records. You can also setup your SMTP configuration on this page. Click on the save button to save the organization details.
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Setting the SMTP detail
SMTP is a protocol of your email where in it is responsible in sending the email to the recipient. You need to setup the SMTP detail because it is needed when sending a bulk email for clients / employees (see Client's Bulk Email Notification / see Employee's Bulk Email Notifications). The table below will explain the needed fields in setting up the SMTP details.
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| Field | Description |
|---|---|
| Two Factor Authentication | This feature uses your mobile device before you can send an email. There are some email server that has two factor authentication feature. Select No if you don't want to use this feature. |
| SMTP Server | This is the SMTP server address of your email. For example, gmail uses the "smtp.gmail.com" server address to send an email |
| SMTP Port | The port is a number where it is the channel of the email server. There are different ports that you can use. Most common ports are 25, 465, 587. |
| SMTP Enable SSL | SSL or secure sockets layer is a type of security for your email. There are email server that does not support this kind of security. By default, you can select No for this feature. |
| SMTP Username | This is your email address. You need to include the @(your email provider) in username |
| SMTP Password | This is the password for your email address |
Once you are done filling out the information, click on save to save the smtp details.
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Selecting the Organization Record
You can select the organization record by clicking on the magnifier button from the organization field.
Click on the Name of the Organization you want to use then click on the Select Button
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Editing the Organization
You can edit the Organization Detail by clicking on the edit button. The Organization that is on the organization field will be edited.
Edit the information for the organization and click save to save the changes
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Service Agreement Template
Service Agreement Template is a document that can be used in generating Service Agreement Document. This section will let you manage the documents wherein you can add a new service agreement template, delete the template or download the template.
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Uploading the Service Agreement Template
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For Mac users, browse the file you want to upload and then click on the choose button
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Changing the file view
You can change the view of the file by clicking on the horizontal bars
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It will display the Service Agreement Template in List View
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Action Button
Action Button will let you download or delete the Service Agreement Template.
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Click on the Download Template will download the template to your computer. Clicking on the Delete button will delete the template on the list. If you delete the template, you cannot retrieve the template so please be careful in deleting the template.
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File Preview
If you want to view the document, click on the document you want to view.
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A new window will pop up. It will show you the contents of the file.
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